No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| EMPLOYEE 1 EIN 37-6031467 EMPLOYEE | Direct payment from the plan; Employee (plan) Service code 30 | — | $188K |
| EMPLOYEE 2 EIN 37-6031467 EMPLOYEE | Employee (plan); Direct payment from the plan Service code 30 | — | $124K |
| THE SEGAL COMPANY (MIDWEST), INC EIN 13-1975125 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $50K |
| ROMOLO & ASSOCIATES EIN 84-2885766 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $25K |
| MR. MICROCHIP SOFTWARE CENTER INC EIN 59-3084068 NONE | Direct payment from the plan; Other services Service code 49 | — | $25K |
| CAVANAGH & OHARA, LLP EIN 37-1259635 NONE | Legal; Direct payment from the plan Service code 29 | — | $21K |
| NATIONAL INVESTMENT SERVICES EIN 84-3937993 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $17K |
| MARQUETTE & ASSOCIATES EIN 36-3485298 NONE | Direct payment from the plan; Investment advisory (plan) Service code 27 | — | $10K |
| SAV RX EIN 47-0527013 NONE | Claims processing; Direct payment from the plan Service code 12 | — | $8K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 293 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 293 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUE CROSS BLUE SHIELD | 306 | $3.4M |
| Life insurance | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 348 | $9K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 328 | $687K |
| Other | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 348 | $9K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 348 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.